What hedge funds are most similar to BOYAR ASSET MANAGEMENT INC.?

The funds with the most similar 13F portfolios to BOYAR ASSET MANAGEMENT INC. are Pavion Blue ,, Blume ,, SOUND SHORE /CT/, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to BOYAR ASSET

13F Portfolio OverlapQ1 2026BOYAR ASSET portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BOYAR ASSET MANAGEMENT INC. is an institutional investor managing $176M across 78 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BOYAR ASSET are Pavion Blue ,, Blume ,, SOUND SHORE /CT/, with shared positions in $BAC, $DIS, $MDLZ, $MKL, $MCD, $KO. The full ranking of 25 similar funds is below.

#1Pavion Blue Capital, LLCPassive

Notable overlap · 8 shared positions

$BAC $DIS $MDLZ $MKL $MCD $KO

$230M

108 positions

#2Blume Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$UBER $BAC $CCZ $DIS $PFE $C

$588M

337 positions

#3SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 6 shared positions

$BAC $MDT $DIS $PFE $C $UPS

$3.0B

40 positions

#4Matthew Goff Investment Advisor, LLCPassive

Notable overlap · 5 shared positions

$BAC $__PARK_1390777 $DIS $AXP $C

$600M

107 positions

#5CORDA Investment Management, LLC.Active

Notable overlap · 7 shared positions

$__PARK_1390777 $MDT $PFE $MDLZ $MCD $KO

$1.4B

80 positions

#6LYRICAL ASSET MANAGEMENT LPActive

Notable overlap · 4 shared positions

$AMP $UBER $SSNC $GPN

$6.6B

39 positions

#7Westchester Capital Management, Inc.Active

Notable overlap · 9 shared positions

$__PARK_1390777 $MDT $PFE $MCD $DIS $CRM

$497M

45 positions

#8PIER 88 INVESTMENT PARTNERS LLCPassive

Notable overlap · 4 shared positions

$BAC $UBER $GPN $MDT

$402M

112 positions

#9ADVENT CAPITAL MANAGEMENT /DE/Passive

Notable overlap · 3 shared positions

$BAC $UBER $GPN

$3.6B

215 positions

#10Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$BAC $MDT $CCZ $C $UPS $CB

$9.8B

213 positions

#11DCM Advisors, LLCActive

Notable overlap · 6 shared positions

$BAC $CCZ $DIS $MCD $AXP $PFE

$220M

38 positions

#12Westbourne Investment Advisors, Inc.Passive

Notable overlap · 4 shared positions

$UBER $BAC $C $CB

$343M

115 positions

#13Lincoln Capital LLCActive

Notable overlap · 9 shared positions

$MAR $DIS $__PARK_1390777 $MKL $MCD $KO

$528M

135 positions

#14Cohen Investment Advisors LLCPassive

Notable overlap · 8 shared positions

$BAC $PFE $DIS $MCD $KO $UPS

$210M

79 positions

#15Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 8 shared positions

$__PARK_1390777 $MDT $UBER $PFE $MCD $CRM

$302M

93 positions

#16VILLERE ST DENIS J & CO LLCActive

Notable overlap · 6 shared positions

$BAC $UBER $PFE $MDLZ $UPS $KVUE

$907M

76 positions

#17Rayburn West Financial Services LLCPassive

Notable overlap · 9 shared positions

$BAC $C $MCD $UPS $PFE $SYY

$170M

82 positions

#18Teewinot Capital Advisers, L.L.C.Active

Notable overlap · 3 shared positions

$UBER $BAC $C

$1.3B

33 positions

#19Kimelman & Baird, LLCActive

Notable overlap · 6 shared positions

$BAC $UBER $MDT $DIS $WM $MCD

$1.2B

263 positions

#20SHAPIRO CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$BAC $DIS $MSGS $CALY $BATRA

$1.6B

50 positions

#21Round Hill Asset ManagementPassive

Notable overlap · 6 shared positions

$MDT $CCZ $DIS $PFE $C $KVUE

$153M

62 positions

#22LAZARI CAPITAL MANAGEMENT, INC.Passive

Notable overlap · 5 shared positions

$UBER $DIS $BAC $PFE $AXP

$287M

175 positions

#23Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$__PARK_1390777 $PFE $MDLZ $CCZ $KO $UPS

$139M

62 positions

#24CAMBIAR INVESTORS LLCActive

Notable overlap · 6 shared positions

$UBER $MDT $CCZ $SYY $CB $AXP

$2.2B

145 positions

#25Financial Avengers, Inc.Active

Notable overlap · 5 shared positions

$BAC $DIS $PFE $AXP $KVUE

$219M

151 positions

Compare BOYAR ASSET’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BOYAR ASSET’s holdings

Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.